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China IC exports surge 136% to $45B in September on AI-driven memory chip prices
South China Morning PostSRC LO·CN · US·1 day ago
Counterpoint Research projects YMTC's revenue will grow six times faster than industry peers this year, driven by expansion into server-related business ahead of a planned IPO. Server revenue, near zero in 2024, could reach 39% of total by 2028. This signals China's accelerating push for semiconductor self-sufficiency and could intensify competition in the global memory market.